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BVSIX vs RMFEX
BVSIX vs RMFEX Comparison
Open Charts BVSIX vs RMFEX
Baywood Socially Responsible Instl
Price$17.62
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets23.8M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
BVSIX vs RMFEX Comparison Chart in %
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BVSIX vs. RMFEX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVSIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BVSIX (23.8M). RMFEX pays higher dividends than BVSIX: RMFEX (1.53) vs BVSIX (1.33). BVSIX was incepted earlier than RMFEX: BVSIX (21 years) vs RMFEX (23 years). BVSIX (3.03) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. BVSIX (23.00). RMFEX has a lower initial minimum investment than BVSIX: RMFEX (250) vs BVSIX (5000). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. BVSIX (8.59). BVSIX return over 5 years is better than : 98.19 vs. RMFEX (64.33).
| BVSIX | RMFEX | BVSIX / RMFEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 3.03 | 0.62 | 489% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 5.324 | 9.748 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 109B | 0% |
| Annual Yield % from dividends | 1.33 | 1.53 | 87% |
| Returns for 1 year | 8.59 | 11.81 | 73% |
| Returns for 3 years | 39.34 | 30.45 | 129% |
| Returns for 5 years | 98.19 | 64.33 | 153% |
| Returns for 10 years | 82.11 | 86.20 | 95% |
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